Alta Advisers’s Bank of America BAC Stock Holding History

Alta Advisers’s Portfolio BAC Stock Details BAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.28M	Hold	26,356	–	–	0.46%	29
2025 Q4	$1.45M	Sell	26,356 -6,500	-20%	-$344K	0.53%	25
2025 Q3	$1.7M	Hold	32,856	–	–	0.52%	29
2025 Q2	$1.55M	Hold	32,856	–	–	0.55%	28
2025 Q1	$1.37M	Buy	32,856 +10,800	+49%	+$481K	0.58%	28
2024 Q4	$969K	Buy	22,056 +3,856	+21%	+$170K	0.61%	28
2024 Q3	$722K	Hold	18,200	–	–	0.33%	31
2024 Q2	$724K	Hold	18,200	–	–	0.35%	29
2024 Q1	$690K	Hold	18,200	–	–	0.34%	30
2023 Q4	$613K	Hold	18,200	–	–	0.33%	30
2023 Q3	$498K	Hold	18,200	–	–	0.29%	36
2023 Q2	$522K	Hold	18,200	–	–	0.29%	37
2023 Q1	$521K	Hold	18,200	–	–	0.31%	33
2022 Q4	$603K	Hold	18,200	–	–	0.36%	30
2022 Q3	$550K	Buy	+18,200	New	+$608K	0.35%	28

Other funds holding BAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Alta Advisers's BAC Position: Q1 2026 in Review

Alta Advisers held its Bank of America (BAC) position steady in Q1 2026 at 26,356 shares worth $1.28M. The position accounts for 0.46% of the portfolio, ranked #29.

Alta Advisers first reported a position in BAC in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.7M in Q3 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Alta Advisers held 26,356 shares of Bank of America worth $1.28M as of Q1 2026.
Alta Advisers left its Bank of America share count unchanged in Q1 2026.
Bank of America made up 0.46% of Alta Advisers's portfolio in Q1 2026, its #29 holding.
Alta Advisers first reported a position in Bank of America in Q3 2022 and has held it in 15 quarters since.
Alta Advisers's Bank of America position peaked at $1.7M in Q3 2025.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Alta Advisers's 13F filing for Q1 2026, filed 7 May 2026.